Financial Planning Associate
- Employer
- Bartlett & Co. Wealth Management
- Location
- Cincinnati, Ohio
- Salary
- Salary commensurate with experience
- Closing date
- Nov 7, 2020
View more
- Job Role
- Financial Planning Support
- Employment Type
- Full Time
- Level
- Entry Level
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
You need to sign in or create an account to save a job.
Job Details
The Financial Planning Associate supports and works closely with our Financial Planning-focused Wealth Advisors, performing a variety of tasks with a focus on financial planning.
Position Responsibilities
- With Advisor oversight, gather and organize data, prepare financial plans, run scenarios, income projections, and portfolio projections; prepare presentations and discuss results with Advisor.
- Attend planning prep presentation meetings with Advisors.
- Coordinate annual review of plans with Advisors.
- Assist in developing and presenting new Financial Planning topics and materials to all Advisors.
- Research new ideas and tools to define and enhance our financial planning practice.
- Assist Advisors with managing client relationships.
- Interface with clients under direction of Advisors via telephone and email, providing them with assistance regarding their accounts.
- Accompany Advisors to client meetings to review financial plans and accounts in a supporting and learning role.
- Accompany Advisors to prospect meetings in a supporting and learning role.
- Assist Advisors in constructing portfolios according to client investment policy statement and firm policies.
- Manage centralized trading and monitoring process for identified accounts.
- Assist Advisors in monitoring asset allocation and cash balances relative to target asset allocation.
Position Requirements
- Bachelor’s Degree in Finance or related field.
- 3+ Years of relevant experience in the financial services/investment advisory industry.
- Certified Financial Planner® designation or in the process of obtaining within the next one – two years.
- Computer literate with proficiency in Microsoft Office and experience with CRM, portfolio management and documentation management software.
- Working knowledge of eMoney planning software.
- Working knowledge of Bloomberg.
- Ability to work independently and take initiative.
- Ability to work successfully in an entrepreneurial, small company environment.
- Excellent oral and written communication skills.
- Proficiency and familiarity with mathematical and statistical concepts.
- Collaborative and the ability to work effectively as part of a team.
- Organized with a strong attention to detail and ability to manage multiple priorities, projects and deadlines.
- Critical thinking skills.
- Committed to providing superior client service.
Company
Bartlett Wealth Management is a Registered Investment Advisory Firm and has been a cornerstone of the investment industry and the community for 120 years. Our longevity is a testament to the expertise and integrity of our staff and our unwavering commitment to investment excellence and superior service.While our roots are deep, it is our forward thinking that propels us, empowering us with the technology, processes and strategies for reaching client goals. We are very proud of our accomplishments and the high caliber of our employees. Our people have made us who we are and set us apart from others in our industry. They are the reason we have been successful and why we have such an excellent reputation.Superior client service is our number one goal. In our hiring, Bartlett looks to employ talented individuals who have a positive, upbeat attitude, who are creative and innovative in their thinking, who are collaborative and have the drive and commitment to contribute to the overall growth and success of our firm.We believe our work environment is one in which supports learning and personal growth and encourages employee opinions for the continued improvement and success of our firm.We are committed to equal opportunity. It is our practice to recruit, hire, and promote individuals, as well as administer any and all personnel actions without regard to race, sex, color, age, religion, national origin, non-job related disability, genetic information, or other protected class.
You need to sign in or create an account to save a job.
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert